Atlas Private Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Atlas Private Wealth Advisors’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-68	Closed	-$23K	–	464
2021 Q3	$23K	Hold	68	–	–	0.01%	333
2021 Q2	$26K	Hold	68	–	–	0.01%	320
2021 Q1	$25K	Sell	68 -34	-33%	-$11.7K	0.01%	328
2020 Q4	$36K	Sell	102 -10	-9%	-$3.68K	0.02%	257
2020 Q3	$43K	Hold	112	–	–	0.04%	223
2020 Q2	$41K	Buy	+112	New	+$42.3K	0.04%	231

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Atlas Private Wealth Advisors's LMT Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Lockheed Martin (LMT) in Q4 2021, closing a stake of 68 shares — an estimated $23K sold.

Atlas Private Wealth Advisors first reported a position in LMT in Q2 2020 and held it in 6 quarters. The position peaked at $43K in Q3 2020. 2,060 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Lockheed Martin position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 68 Lockheed Martin shares in Q4 2021, an estimated $23K.
Atlas Private Wealth Advisors first reported a position in Lockheed Martin in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Lockheed Martin position peaked at $43K in Q3 2020.
2,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.